It’s a natural human tendency to put off unpleasant tasks like mowing the yard, taking out the trash, or addressing the deadline to move entirely from Epicor’s Classic user interface to their new browser-based Kinetic framework.
Entirely understandable, the attachment to years’ worth of carefully tailoring the ERP environment to your company’s needs is hard to give up. Just when you’ve gotten it “just right,” you’re being reset back to level 1, like a video game that suddenly loses all the lives you’ve built with great effort and ingenuity.
But like a lot of things in life, change doesn’t have to be bad. For one, it gives us a chance to reevaluate the choices we’ve made in the past.
That process you installed ten years ago—is it still meeting your needs? Could it be ditched or improved? Is there a better way?
And some of the modifications done to your system might have been tortured into the old user interface in ways that weren’t optimal, but were a way you COULD get what you wanted. And that code was often s-l-o-w.
Since the latter days of ERP10, Epicor has been introducing new tools like the REST API and Epicor Functions that give us better ways to interact with Epicor Business Objects and better places to put heavy-lifting development on the server side where it belongs.
And all your old work isn’t lost. BPMs still work the same way. Dashboards, and even some screen customizations, can be converted with some tweaking. Yes, all that C# code will disappear, but you can convert most all of its functionality to better forms in the new customization layers and functions.
The secret weapon in this fight?
prep·a·ra·tion – the action or process of making ready or being made ready for use or consideration
The time to begin the journey is likely not a month before the deadline, for several reasons.
The learning curve for transitioning from old to new can be steep. Although many of the concepts are the same or similar between the two environments, they can be expressed in very different ways.
Before starting to convert a Classic application’s customization that has very much complexity, you’ll likely want to document what the old one does and how it does it, complete with data accessed, UD fields added, C# script processes, and so on. Many Epicor ERP installations are not well documented, and this is a good excuse to do a good thing.
Evaluating the old processes and decisions about whether to promote them or instigate some redesign will take a while.
And then, the actual conversion work can be a slow slog if you have a lot of it to do.
All this might seem insurmountable, if not merely daunting. But there’s still time—the first deadline is still over a year away at this writing.
Gather your resources. Identify your team. Get support from management. Make a plan—and realize it might evolve. And as if eating an elephant, take one bite at a time.
Epicor has good documentation for their Application Studio environment via the Help information accessed from the Kinetic menu. Going to Insights will help, as will joining online user groups like www.epiusers.help.
As always, we’re here you help when you need it. The EstesGroup ERP and IT teams will extend assistance in whatever form you need, a jumpstart, specific application conversions, or project management.
Just give us a shout when you need us.
What does Epicor 2026.1 mean for your business?
EstesGroup is a leading Epicor ERP consultancy that blends elite Epicor Kinetic expertise with cutting-edge technology, AI, and cloud services. There are a bundle of technical challenges to work through and decisions to make when uplifting any custom elements of your Epicor Classic UI to Kinetic. Get your questions about Epicor 2026.1 answered now by our ERP experts. Don’t miss out on insights gained in our “Uplifting Epicor Classic UI to Kinetic” webinar with industry experts.
As businesses enter 2025, artificial intelligence (AI) is no longer a distant concept; it’s a transformative force reshaping industries. For SYSPRO users, AI offers unprecedented opportunities to streamline operations, improve product quality, and make data-driven decisions. Let’s explore how SYSPRO users can harness AI to stay ahead in an increasingly competitive landscape.
AI as a Strategic Enabler for SYSPRO Users
SYSPRO coupled with artificial intelligence and machine learning launched an initial appeal due to its ability to automate repetitive tasks and drive efficiencies. While these benefits remain vital, forward-thinking companies now view AI as a strategic enabler. By integrating AI into SYSPRO enterprise resource planning (ERP) systems, manufacturers can do the following and more:
Predict and Prevent Downtime: AI-powered predictive maintenance analyzes sensor data to forecast equipment failures, allowing repairs to be scheduled proactively. This minimizes unplanned downtime and extends the lifespan of machinery.
Optimize Decision-Making: Machine learning algorithms provide actionable insights by processing large volumes of structured and unstructured data, empowering leaders to make informed decisions faster.
Enhance Customer Experiences: AI tools such as chatbots and personalized recommendations improve customer satisfaction while freeing up human resources for complex interactions.
Redefining Procurement and Supply Chain Management
Smart purchasing decisions depend on understanding patterns across many moving parts – from what you’ve bought before to how well suppliers deliver. SYSPRO’s newest tools dig into this data to help businesses buy smarter and plan better. When companies connect these capabilities to their everyday purchasing work, they can keep just the right amount of stock on hand (no more warehouse space wasted on excess inventory). The system also takes the guesswork out of picking and evaluating suppliers, while giving an early heads-up about possible supply chain hiccups so teams can tackle problems before they grow. This means less firefighting and more strategic planning for procurement teams.
Empowering Finance with Predictive Insights
Finance teams need innovative tools to tackle today’s complex business challenges. Modern technology, particularly advanced analytics and automation, opens up powerful new ways for financial professionals to work smarter and make better decisions. Below are some key opportunities that forward-thinking finance departments are exploring:
Smarter document handling: Gone are the days of mind-numbing data entry. New tools can read and organize financial documents automatically, freeing up staff to focus on analysis and strategy.
Sharper forecasting: By tapping into historical patterns and market signals, teams can build more reliable predictions about where the business is headed and adjust course proactively.
Better risk management: Advanced monitoring systems can spot concerning patterns in real-time, helping catch potential fraud or credit issues before they become major problems.
Streamlined daily operations: Routine tasks like processing invoices and expenses can now run smoothly in the background while maintaining high accuracy.
Dynamic planning capabilities: Modern planning tools help teams model different scenarios and find smart ways to allocate resources and reduce costs.
Deeper customer understanding: By analyzing customer behavior patterns, teams can develop more targeted products and provide more personalized service.
Smoother compliance: New tools can automatically track transactions against regulations and flag potential issues, making it easier to stay compliant in an evolving regulatory landscape.
Quality Assurance and Safety with Computer Vision
Computer vision—a subset of AI—is proving invaluable on the factory floor. SYSPRO users can leverage this technology for ultimate compliance and control:
Quality Control: Cameras integrated with AI systems can inspect products in real time, ensuring consistent quality and reducing waste.
Safety Compliance: Facial recognition and object detection enhance safety by monitoring authorized personnel and identifying hazards.
AI in Sales and Customer Service
For sales and customer service, AI delivers personalized and efficient interactions. SYSPRO users can deploy AI-driven chatbots to handle common inquiries, offer 24/7 support, and provide tailored product recommendations. This not only reduces response times but also enhances customer satisfaction and loyalty.
SYSPRO users can harness AI’s powerful data processing capabilities to gain a competitive edge in several key areas. By analyzing extensive historical datasets, they can better understand and predict customer behavior and market trends, enabling more proactive business decisions. This same analytical power allows them to fine-tune their pricing strategies in response to projected demand patterns, ensuring optimal revenue generation. Furthermore, the system’s ability to recognize patterns in customer purchasing behavior helps identify promising opportunities for cross-selling and upselling, allowing businesses to maximize the value of each customer relationship.
SYSPRO’s commitment to democratizing AI ensures that even non-technical users can benefit from advanced analytics. Features such as a machine learning designer and flexible card-based interfaces make it easy to easily accomplish more:
You can design custom AI models without coding expertise.
You can surface insights directly within SYSPRO’s user interface.
You can act on predictions and anomalies in real time.
Looking Ahead: Preparing for an AI-Driven Future
The AI in manufacturing market is projected to grow at an astonishing CAGR of 57.2%, reaching $16.7 billion by 2026. For SYSPRO users, the challenge lies in adopting these technologies strategically to maximize ROI and build resilience against future disruptions.
By embracing AI, SYSPRO users can unlock new levels of efficiency, innovation, and customer satisfaction. The journey to an AI-powered future starts today, with practical steps that align technology with business goals. As we head into 2025, the question is not whether to adopt AI, but how to leverage it to its fullest potential.
EstesCare ERP, EstesGroup’s subscription-based support services suite for enterprise resource planning, brings cutting-edge AI to your users. Talk to us today to discover how you can customize both SYSPRO ERP and supporting AI solutions with a partnership with EstesGroup’s SYSPRO consulting team.
In today’s digital workplace, the phrase “endpoint management” appears in almost every serious conversation about cybersecurity solutions. Though it’s easy to add to your IT strategy, getting your organization to the point where you have a truly effective endpoint management system isn’t as simple as flipping a switch. Let’s walk through the journey of transforming your IT infrastructure from chaos to control according to EstesGroup’s cyber experts.
Endpoint Management as the End to Pain Points
Before diving into complex solutions, take a step back and assess your current situation. What’s keeping your IT team up at night?
Are your help desk tickets overwhelming?
Do software updates feel like herding cats?
Is employee onboarding taking forever?
Are security patches consistently behind schedule?
Does remote work support feel like a juggling act?
Understanding your pain points is crucial because it helps you build a case for change and prioritize your needs.
Build Your IT Network Foundation
Think of endpoint management like building a house – you need a solid foundation. First you need to create and assess your unique technology blueprint. Here are the steps to do this:
Asset Inventory
Document all your endpoints (computers, laptops, mobile devices)
Map out your software licenses
Identify who uses what and why
Standardization
Create baseline configurations for different user types
Establish standard operating procedures
Define security policies
Network Infrastructure
Ensure your network can handle remote management
Set up secure access protocols
Implement backup systems
Take IT Management Step by Step
Don’t try to boil the ocean. Instead, implement endpoint management in phases:
Phase 1: Basic Monitoring
Deploy basic monitoring tools
Set up alerts for critical issues
Establish baseline performance metrics
Phase 2: Remote Support
Implement remote access tools
Train support staff
Create support documentation
Set up ticketing system
Phase 3: Automation
Automate routine maintenance
Set up automated patching
Configure automatic updates
Create automated onboarding workflows
Phase 4: Optimization
Fine-tune monitoring parameters
Optimize performance settings
Streamline support processes
Enhance security measures
Address the Human Element of Endpoint Management
Technology is only half the battle. Success requires:
User Education
Train employees on new procedures
Communicate changes clearly
Provide self-help resources
Get feedback and adjust
IT Team Development
Up-skill your IT staff
Define clear roles and responsibilities
Create documentation
Establish best practices
No End to Your IT Strategy
Your technology journey will never end. The cyber landscape will only become more complex. To prepare for the future, set up metrics now to track your journey:
Response times to IT issues
System downtime
Patch compliance rates
User satisfaction scores
Support ticket resolution times
Security incident rates
Endpoint Management is a Journey, Not an End in Itself
Getting to the point of effective endpoint management takes time, planning, and patience. Start with understanding your needs, build a solid foundation, implement changes gradually, and keep your users in mind throughout the process. The result? A more efficient, secure, and manageable IT infrastructure that supports rather than hinders your business operations. Remember that endpoint management is a journey, not a destination. As your organization grows and technology evolves, your approach should too.
Most importantly, remember that the goal isn’t perfection from day one. It’s about creating a sustainable system that grows with your organization and adapts to changing needs. Start your journey today, take it one step at a time, and keep moving forward. Your future IT team will thank you for it.
Would your team benefit from a partnership with a 24/7/365 team of ERP and technology experts? Learn more about our subscription-based services today.
EstesGroup provides managed IT services and enterprise consulting for all ERP systems: Epicor Kinetic, Epicor Prophet 21, Sage ERP, SYSPRO ERP, NetSuite, QuickBooks, and more!
EstesGroup Commits to Securing Our World During Cybersecurity Awareness Month
As we enter October, EstesGroup is proud to announce our participation in the 21st Annual Cybersecurity Awareness Month. This global initiative, founded in 2004, has become the world’s foremost effort to promote cybersecurity awareness and best practices. Ready to fall into October cybersecurity challenges together? It will take a team to secure our world – from our homes to our data centers.
The Importance of Cybersecurity in Our Connected World
In today’s digital landscape, technology is deeply intertwined with our daily lives. From smartphones to smart home devices, the benefits of emerging technologies are undeniable. However, this interconnectedness also presents new opportunities for cybercriminals to disrupt our online activities at home, work, and school.
Cybersecurity Awareness Month aims to address these challenges by providing straightforward, actionable guidance that anyone can follow to create a safer digital environment for themselves and their loved ones.
This 2024 Cybersecurity Awareness Month Theme: Secure Our World
The theme for this year’s Cybersecurity Awareness Month is “Secure Our World.” It encourages everyone to take four simple yet effective steps each day to enhance online safety:
Embrace password managers: Understand the benefits of using a password manager and dispel common myths about their security and ease of use.
Enable multi-factor authentication: Turn on this crucial security feature on personal devices and business networks.
Recognize and report phishing: Learn to identify and report phishing attempts, which remain one of the primary tactics used by cybercriminals.
Stay updated: Install updates regularly and enable automated updates when possible.
EstesGroup’s Commitment to Cybersecurity
At EstesGroup, we recognize the critical importance of cybersecurity in today’s digital landscape. Our participation in Cybersecurity Awareness Month underscores our commitment to promoting online safety and best practices.
Join Us in Securing Our World for Years to Come
Cybersecurity Awareness Month is a collaborative effort involving businesses, government agencies, educational institutions, nonprofit organizations, and individuals. By working together, we can create a more secure digital world for everyone.
EstesGroup is proud to support this vital online safety awareness and education initiative, led by the Cybersecurity and Infrastructure Security Agency and the National Cybersecurity Alliance.
We encourage our clients, partners, and the wider community to join us in this effort. By implementing these simple yet effective cybersecurity practices, we can all contribute to a safer online environment.
For more information about 2024 Cybersecurity Awareness Month initiatives and how you can participate, visit cisa.gov/cybersecurity-awareness-month and staysafeonline.org/cybersecurity-awareness-month/.
Let’s work together to secure our world, one step at a time. Ready to secure your business? Talk to us today and receive a free dark web scan. We can help you navigate 2024 cybersecurity best practices and build a plan for 2025 and beyond.
EstesGroup Soars to New Heights: Ranked Among America’s Fastest-Growing Companies on the 2024 Inc. 5000 List
We’re thrilled to announce that EstesGroup has been recognized as one of America’s fastest-growing private companies, securing a coveted spot on the prestigious Inc. 5000 list for 2024. This recognition is a testament to our team’s hard work, innovative spirit, and unwavering commitment to excellence. EstesGroup is the leading ERP consultancy for world-class technology and cloud solutions for businesses, and this has been recognized by the Inc. 5000 community. This annual ranking, compiled by Inc. magazine, showcases the fastest-growing private companies in America, highlighting the most successful independent, entrepreneurial businesses driving the economy forward.
A Milestone Achievement
EstesGroup’s inclusion in the Inc. 5000 list is a testament to remarkable growth and success over the past few years. This recognition places EstesGroup among an elite group of companies that have demonstrated exceptional revenue growth and resilience in the face of economic challenges.
Navigating Challenges, Embracing Opportunities
The past few years have presented unprecedented challenges for businesses across all sectors. From navigating the complexities of remote work to adapting to rapidly changing market conditions, companies have had to be more agile and innovative than ever before. The 2024 Inc. 5000 class represents companies that have achieved impressive revenue growth while navigating complex economic conditions, including inflationary pressures, rising capital costs, and a competitive hiring landscape. EstesGroup’s ranking on this list underscores the team’s ability to thrive and expand despite these obstacles.
The Journey
Founded in 2004, EstesGroup has quickly established itself as a leader in enterprise resource planning (ERP) consulting and managed IT services. This unique approach combines cutting-edge technology with a deep understanding of our clients’ business processes, allowing the EstesGroup team to deliver tailored solutions that drive real results. Notable achievements include:
Expanding and enriching the client base, with a strong focus on mid-sized manufacturing and distribution companies
Launching an innovative cybersecurity division that has quickly become a go-to resource for businesses looking to protect their digital assets
Offering premier cloud solutions and services to businesses of all sizes, across all industries
As part of the Inc. 5000, EstesGroup joins a cohort of businesses that collectively added hundreds of thousands of jobs to the economy over the past three years. This achievement not only reflects our company’s success but also our contribution to job creation and economic vitality.
The Future
EstesGroup takes this moment to thank their incredible team, loyal clients, and all those who have supported them on this journey. The trust and partnership of these stakeholders have been instrumental in the company’s success. As EstesGroup celebrates this achievement, they are also looking forward to connecting with fellow innovators and entrepreneurs at the upcoming Inc. 5000 Conference & Gala in Palm Desert, California. For those attending, EstesGroup representatives would be delighted to connect and share ideas on how to continue driving growth and innovation across various industries.
EstesGroup raises a toast to continued growth, innovation, and success – not just for the EstesGroup team, but for all the visionary enterprises driving America’s entrepreneurial spirit forward. As the leading ERP consultancy, EstesGroup specializes in providing world-class technology and cloud solutions for businesses. EstesGroup’s expertise in Enterprise Resource Planning (ERP) systems enables organizations to streamline their operations, enhance productivity, and drive growth. This recognition by Inc. 5000 further solidifies our position as a trusted partner for businesses seeking to leverage technology for success.
Celebrating Two Decades of Excellence
This Inc. 5000 recognition comes at a particularly special time for EstesGroup, as the company celebrates its 20th anniversary in 2024. Founded in 2004, EstesGroup has grown from a small ERP consulting firm to a national leader in ERP solutions and managed IT services. Over the past two decades, the company team has weathered economic storms, adapted to rapidly evolving technologies, and consistently delivered value to its growing client base.
About Inc. and the Inc. 5000
The Inc. 5000 list is a prestigious ranking of the fastest-growing private companies in America. Companies are ranked according to percentage revenue growth over a three-year period. The list provides valuable insights into the most dynamic segment of the economy—America’s independent entrepreneurs. Many well-known companies gained their first national exposure as honorees on the Inc. 5000.
Inc. Business Media is the leading multimedia brand for entrepreneurs, offering award-winning content across various channels, including print, digital, video, podcasts, newsletters, and social media. The Inc. 5000 list, along with other recognition programs like Female Founders and Power Partners, provides top businesses with increased credibility and opportunities to engage with an exclusive community of their peers.
For more information about Inc. and the Inc. 5000, visit www.inc.com.
“Our inclusion in the Inc. 5000 list is a testament to the resilience and adaptability of the entire EstesGroup team. During unprecedented times, we not only persevered but thrived, leveraging our expertise in ERP and IT solutions to help businesses navigate the challenges of a rapidly changing world. This recognition reinforces our commitment to innovation and excellence in serving our clients. As we look to the future, we’re excited to continue pushing the boundaries of what’s possible in business technology solutions, empowering organizations to achieve their full potential in an increasingly digital landscape.” – Brad Feakes, President of EstesGroup
EstesGroup and NAW: A Powerful Partnership for Distribution Success
The National Association of Wholesale Distributors (NAW) has been a cornerstone of the multi-trillion dollar wholesale distribution industry since 1946. Let’s explore NAW’s role, offerings, membership benefits, and key events that drive wholesale success. EstesGroup provides full services and solutions to the distribution industry for business consulting, enterprise resource planning (ERP), technology, and cloud solutions.
While the National Association of Wholesale Distributors (NAW) provides invaluable industry advocacy, networking, and educational resources, EstesGroup complements these efforts by offering cutting-edge technological solutions tailored for the distribution sector. This synergy creates a comprehensive support system for wholesale distributors looking to thrive in today’s competitive marketplace.
What EstesGroup Brings to NAW Events
EstesGroup’s full suite of world-class ERP, IT, and cloud solutions addresses the unique technological needs of distributors. Their offerings include:
ERP Solutions: EstesGroup specializes in implementing and supporting enterprise resource planning systems designed specifically for distributors. These ERP solutions streamline operations, enhance inventory management, and improve overall business efficiency.
IT Services: With a deep understanding of the distribution industry, EstesGroup provides managed IT services that ensure your technology infrastructure supports your business goals. From network security to help desk support, they keep your operations running smoothly.
Cloud Solutions: EstesGroup’s cloud services enable distributors to leverage the power of cloud computing for improved scalability, accessibility, and data security. This allows businesses to focus on growth while EstesGroup manages the technical details.
By combining NAW’s industry insights and advocacy with EstesGroup’s technological expertise, distributors gain a competitive edge. NAW members can leverage EstesGroup’s solutions to implement the best practices and strategies learned through NAW’s educational programs and events. Meanwhile, EstesGroup’s understanding of NAW’s initiatives ensures their technology solutions align with industry trends and regulations.
This powerful combination of industry knowledge and technological capability positions wholesale distributors for success in an increasingly digital marketplace. Whether you’re looking to optimize your supply chain, enhance your customer relationship management, or modernize your entire IT infrastructure, the partnership of NAW’s industry leadership and EstesGroup’s technical prowess provides a solid foundation for growth and innovation in the distribution sector.
What is NAW?
NAW represents diverse sectors within the wholesale distribution industry, serving businesses of all sizes. The organization is committed to do the following and more:
Creating policies that strengthen the industry
Providing resources for contemporary market challenges
Promoting success for all member businesses
EstesGroup Supports NAW’s Core Mission
Advocacy
Represents wholesale distributors at federal and state levels
Lobbies for beneficial legislative and policy changes
Acts as the industry’s voice for a better business environment
Education
Offers resources to enhance members’ knowledge and skills
Provides publications and online webinars
Keeps members informed about industry best practices and technologies
Networking
Facilitates member events for industry connections
Fosters community and collaboration
Promotes valuable partnerships and insights
Membership Benefits
Industry representation through advocacy efforts
Access to valuable research and reports
Educational resources for professional development
Networking opportunities within the industry
Discounted services and products from strategic partners
Key NAW Events
SHIFT 2024
Date: September 11-13, 2024
Location: Denver, Colorado
Features: Networking and business insights from industry leaders
NAW Executive Summit 2025
Date: January 27-29, 2025
Location: Grand Hyatt, Washington, D.C.
Features: Learning, networking, and social events
NAW is an essential resource for wholesale distribution businesses, offering advocacy, education, and networking opportunities. Through its events and services, NAW promotes community, collaboration, and sustainable growth in the industry.
The National Association of Wholesale Distributors (NAW) Events in 2024 and 2025: Your Competitive Edge
Visit EstesGroup at NAW events, where our team of experts will be offering complimentary consultations tailored to your distribution company’s needs. Whether you’re looking to optimize your Prophet 21 implementation, explore cloud solutions, or discuss IT strategies, our specialists are ready to provide insights and guidance at no cost. Take advantage of this exclusive opportunity to do the following and more:
Gain personalized advice from EstesGroup’s distribution technology experts
Explore cutting-edge solutions to enhance your operations
